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AICPA Personal Financial Planning (PFP)

Jul 10, 2020

Guests:  Bob Keebler, CPA/PFS and Jonathan Blattmachr, Esq.

The elimination of the ability to stretch IRA and qualified plan distributions over the life of the beneficiary has made effective planning a bit more challenging. In this episode, learn from Bob Keebler and Jonathan Blattmachr as they explore the SECURE Act’s 10-year rule and planning strategies for your clients, including: 

  • Using CRUTs or NIMCRUTs to simulate a payout that is longer than 10 years
  • Considerations for planning with trusts and s-corporations
  • How to create a plan that gives your clients flexibility and opportunities
  • How to calculate the math and determine the timing of these planning strategies

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The episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice and by the CPA/PFS Credential program which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online at to join our community and gain access to valuable member-only benefits.

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